FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
This Quarter Return
+5.36%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$2.45B
AUM Growth
+$2.45B
(+4.6%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
36.39%
Holding
695
New
38
Increased
315
Reduced
243
Closed
27
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.38M |
| 2 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$5.78M |
| 3 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$4.98M |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$4.2M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$4.14M |
Top Sells
| 1 |
Broadcom
AVGO
|
$66.8M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$5.53M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.83M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.72M |
| 5 |
Vanguard Health Care ETF
VHT
|
$2.29M |
Sector Composition
| 1 | Technology | 16.66% |
| 2 | Consumer Discretionary | 3.46% |
| 3 | Healthcare | 3.02% |
| 4 | Financials | 2.76% |
| 5 | Industrials | 2.44% |
